Crissa

Financial Associate

Crissa

800/mo
Cebu City, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

My background as a Customer Service Associate at Rizal Commercial Banking Corporation (RCBC) demonstrates my robust capability in handling high-stakes financial operations. I expertly managed a heavy workload involving essential tasks such as conducting Know Your Customer (KYC) compliance for retail and corporate accounts, processing critical deposits and withdrawals, and ensuring meticulous transaction tracking and information storage. Furthermore, I acted as an officer custodian alternate for ...

Skills & Expertise

Content & Writing

CopywritingBeginner
Email CopywritingBeginner

Customer Success

Live Chat SupportAdvanced
Phone SupportAdvanced
Social Media SupportAdvanced
Video SupportAdvanced
Email SupportAdvanced
Technical SupportAdvanced
Ticket ManagementAdvanced
ZendeskAdvanced
LiveChatAdvanced
Customer.ioAdvanced

Data & Analytics

Excel (Advanced)Expert
Google Sheets (Advanced)Expert
MetabaseAdvanced

Design & Creative

Adobe InDesignExpert
Adobe PhotoshopExpert
CanvaExpert
CapCutIntermediate

E-commerce & Marketplace

Facebook MarketplaceAdvanced
Order ProcessingAdvanced
TikTok ShopIntermediate
Inventory ManagementIntermediate

Sales & Business Development

B2B SalesAdvanced
Lead GenerationAdvanced
Account ManagementAdvanced

Work Experience

Customer Service Associate

Rizal Commercial Banking Corporation

Jul 2022 - Nov 2025

Job Responsibilities:

Served as the primary associate for client servicing, responsible for the efficient setup, maintenance, and comprehensive management of diverse individual and corporate accounts. Managed high-volume daily financial transactions (deposits, withdrawals, transfers) and ensured a hundred percent accuracy in account reconciliation and end-of-day cash balancing. Employed advanced promotional and advisor...

Phone SupportEmail SupportBookkeepingFinancial ReportingTax PreparationAccounts Payable/ReceivableBudget ManagementRisk ManagementAML/KYCFinancial Analysis

Project Coordinator

FiberHome Phils Inc.,

Jun 2021 - Jun 2022

Job Responsibilities:

Led comprehensive cash management for all area projects within the Visayas Region, guaranteeing financial control, optimal liquidity, and strict adherence to established budgetary protocols Executed the end-to-end management of the fund cycle, including the release of authorized project funds and the timely collection of revenues from regional clients. Significantly enhanced cash flow visibility a...

Accounts Payable/ReceivableFinancial ReportingFinancial AnalysisBudget ManagementAccount Management

Travel Advisor

Tours4fun

Nov 2017 - Mar 2020

Job Responsibilities:

Served as a primary Customer Service expert, adept at managing and executing high-volume global incoming and outgoing calls, chats, and emails to address inquiries and maintain client satisfaction worldwide. Accurately processed and managed complex order reservations, ensuring seamless booking experiences and precise execution of client travel itineraries. Handled comprehensive tours and product i...

CopywritingPhone SupportZendeskEmail SupportEmail CopywritingSocial Media SupportTechnical SupportLiveChatTicket ManagementVideo Support

Quick Stats

Age28 years
GenderFemale
English LevelFluent
ID VerificationNot verified

Education

Bachelor's Degree

University of San Jose Recoletos

2014 - 2021